See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,013 | $91,538+47.5% | $129,995+3.9% | $75,163+79.6% |
| Participation rate | 76.1% | 71.4%+4.6pp | 78.5%-2.4pp | 67.2%+8.9pp |
| Annual return | 17.96% | -631.11%+649.1pp | -137.18%+155.1pp | 160.62%-142.7pp |
| Employer contribution / active EE | $1,087 | $2,845-61.8% | $4,320-74.8% | $2,670-59.3% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $5,833 | $6,790-14.1% | $10,614-45.1% | $5,651+3.2% |